Archive for November, 2017

How a Reverse Mortgage Can Help You in Retirement

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There are few terms in the finance industry more reviled in the minds of the public than reverse mortgage. However, as is often the case in the world of finance, long-held perceptions and biases are not always reflective of the financial reality of today’s economy and, as a result, can be counter-productive. Regardless of what you think you know about reverse mortgages, and barring some new revolutionary change in the world of retirement income sources, these products will ... Continue Reading →
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Do You Need to Change Your Accountant?

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When meeting with my clients to review their retirement portfolios – on of the key questions I ask them is “When was the last time you met with your accountant to review your tax strategy and how it applies to their overall investments?”  What I usually get is a blank stare and the response “I didn’t know I needed to do that”.  My regular readers will know that I meet with my accountant every 90-days to discuss my current financial ... Continue Reading →
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